Corporate Trust Officer
- Montreal, QC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Location: Montreal, Canada (Hybrid)
In this position, you’ll be based in the Montreal office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.com/flex.
We give you a world of potential
The Corporate Trust Officer (Relationship Manager III) manages and administers a portfolio of client accounts and negotiates new trusteeship and customized agency accounts, ensuring Computershare's interests are protected from risk and providing a high level of service to corporate clients, their legal counsel and investors. The Corporate Trust Officer executes documents committing Computershare to the terms and conditions contained therein.
A role you will love
In this key role for our business, you will primarily be responsible for the following:
- Negotiate the terms of a variety of trust and non-trust agreements of varying complexity under which Computershare will assume both contractual and fiduciary obligations, assess degree of associated risk and make recommendations on acceptability of new business and fees to be charged;
- Review and evaluate all legal documentation on corporate financing and on other transactions to ensure they are in forms that meet, and can be administered to meet, standards adequate for the protection of Computershare;
- Analyze and interpret agreements to set up internal operation of file and provide administrative direction to administrators and/or related departments. Ensure/monitor compliance with all portfolio agreements by Computershare and clients;
- Prepare and execute correspondence to clients, their legal counsel or investors.
- Maintain necessary standards of knowledge and expertise in applicable areas of law, commerce, corporate finance and securities markets as well as internal policies and procedures.
To excel in this role, it is expected that you will possess much of the following experience:
Required
- Excellent written and verbal communication skills in French and English are required
- University Degree (law, business, commerce, or finance major) required
- Minimum 1 year experience as articled student /or practicing lawyer / or notary or 3-5 years’ experience in financial, corporate/commercial or securities industry at an intermediate or professional level
- Fluency In Canadian French and English
- LL.B. and admission to a provincial Bar or the Chambre des notaires du Québec
- Canadian Securities Course or other Securities Industry training would be an asset
- Corporate Trust Program (Trust Institute, ICB) would be an asset
Rewards designed for you
Flexible work to help you find the best balance between work and lifestyle
Health and wellbeing rewards that can be tailored to support you a nd your family including paid time off, observed holidays, and vacation pay
Invest in our business by setting aside salary to purchase shares in our company, and you’ll receive a company contribution as well
Extra rewards ranging from recognition awards and team get togethers to helping you invest in your future
And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub.
About Us
A company to be proud of
We're a global leader in financial administration with over 11,000 employees across more than 22 different countries. At Computershare, it’s more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.
Fairness and culture
We want to provide you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.
About The Team
We're a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers, and governments and institutions. Our organisation offers a broad range of services with a best-in-class reputation built on our high-touch approach to client service. We're looking for people to join us and be a part of our exciting future as one of the top corporate trust firms in North America.
More about this job
Responsibilities
Manage and administer a portfolio of corporate trust and agency accounts, negotiate agreements, assess business risks and fees, and execute documents on behalf of the company. Review transaction documentation, establish internal file procedures, monitor compliance, and communicate with clients, legal counsel, and investors.
Requirements
A university degree in law, business, commerce, or finance is required, along with strong written and verbal communication skills in Canadian French and English. Candidates need at least one year of legal training or practice, or three to five years of relevant financial, corporate, commercial, or securities industry experience; bar or notary admission and securities or corporate trust training are assets.
Skills
- Trust And Agency Agreement Negotiation
- Risk Assessment
- Corporate Finance
- Legal Document Review
- Contract Interpretation
- Portfolio Administration
- Compliance Monitoring
- Written Communication
- Verbal Communication
- Securities Markets
- Financial Services
- French
- English
Benefits
- Flexible Work
- Health And Wellbeing Rewards
- Paid Time Off
- Observed Holidays
- Vacation Pay
- Employee Share Purchase Plan
- Company Contribution
- Recognition Awards
- Team Gatherings
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Legal
- Customer Service & Support
Keywords
- Corporate Trust
- Trustee Services
- Agency Services
- Relationship Management
- Trust Agreements
- Agency Agreements
- Fiduciary Obligations
- Risk Assessment
- Corporate Finance
- Securities Markets
- Legal Documentation
- Corporate Financing
- Portfolio Administration
- Compliance Monitoring
- Client Service
- Canadian French
- English
- Law
- Business
- Commerce
- Finance
- Provincial Bar Admission
- Canadian Securities Course
- Corporate Trust Program
- Trust Institute
- Institute Of Canadian Bankers